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Onboarding a B2B Tech Startup Employee: The Actionable Guide

Prompt to generate a structured onboarding program tailored to the B2B tech startup context, with key variables to customize.

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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.

As an HR onboarding expert for B2B tech startups, create a comprehensive [NUMBER_OF_DAYS]-day onboarding plan for a new [POSITION] at [STARTUP_NAME], a B2B tech startup that solves [CLIENT_PROBLEM]. The plan should include:

  1. Pre-onboarding: checklist of actions to complete before Day 1 (equipment delivery, access to [ESSENTIAL_TOOLS], 1:1 brief with manager).
  2. Day 1 to [END_DAY_PHASE1]: immersion in startup culture (values, [STARTUP_VALUES], team rituals) and discovery of product offering [PRODUCT_NAME]. Include a [TYPE_OF_SESSION] session to understand the client problem.
  3. Product phase: hands-on training on [KEY_FEATURES], manipulation exercises, validation quiz. Include [NUMBER_OF_HOURS] hours of shadowing with a representative from [DEPARTMENT].
  4. Sales/marketing phase (if applicable): presentation of client personas [PERSONA1], [PERSONA2], analysis of frequent objections [OBJECTIONS], and client demo simulation.
  5. Cross-functional integration phase: 30-minute meetings with leads from teams [TEAM1], [TEAM2], [TEAM3] to understand dependencies.
  6. Evaluation & feedback: weekly check-ins via [FEEDBACK_TOOL], J30 interview with manager to adjust plan.
  7. Resources: provide access to [KNOWLEDGE_BASE], [PLAYBOOK], and [SLACK_CHANNEL].

The plan should be tailored to a B2B tech startup in [STARTUP_PHASE] (seed, series A, etc.) with [NUMBER_OF_EMPLOYEES] employees. Include quantified objectives for J30, J60, J90 (e.g., mastery of [SKILL], participation in [PROJECT], contribution to [BUSINESS_OBJECTIVE]).

The tone should be direct, action-oriented, with ready-to-use templates for each step.

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Why this prompt works

<p>This prompt generates a complete onboarding plan for a B2B tech startup, taking into account sector specifics: long sales cycles, product focus, agile culture. Use it to formalize a repeatable process.</p><p>To use it, replace [VARIABLES] with your startup's information: <strong>[STARTUP_NAME]</strong>, <strong>[POSITION]</strong>, <strong>[NUMBER_OF_DAYS]</strong>, etc. Adapt the duration and level of detail according to the role. The prompt is designed to generate a directly actionable deliverable.</p><p>Tip: after generation, review the plan with your HR team and managers to validate feasibility. Use quantified objectives to track progress.</p>

Use Cases

Create an onboarding program for a new B2B SaaS sales repStandardize engineer onboarding in a hypergrowth tech startupTrain a marketing manager on B2B product and market specifics

Expected Output

A structured onboarding plan divided into phases (pre-onboarding, immersion, product, commercial, cross-functional, evaluation) with concrete actions, a schedule, quantified objectives, and templates.

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